Professional
Added to YB: 2025-03-21
Pitch date: 2025-03-14
GOOG [bullish]
Alphabet Inc.
+81.92%
current return
Author Info
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Company Info
Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America.
Market Cap
$3.7T
Pitch Price
$166.87
Price Target
N/A
Dividend
0.28%
EV/EBITDA
23.23
P/E
28.08
EV/Sales
8.97
Sector
Interactive Media and Services
Category
growth
Pershing Square Holdings, Ltd. Portfolio Holding: Alphabet Inc.
GOOG (holding update): 15% rev growth, AI driving Search engagement & monetization. YouTube #1 US streaming. Cloud $50B run-rate, 31% growth, 17.5% margins. 29% profit growth, 370bps margin expansion. AI enabling internal efficiencies. 18x fwd P/E cheap for quality & growth. Expect price to rise on AI execution & margin expansion.
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